Your year-end form packages move through several stages, and each status determines what actions you can take.
Whether you're preparing T4s for the first time, reviewing submitted information, or making last-minute adjustments before filing, it’s important to understand what each status allows.
The following overview walks you through each step so you always know what you can do next.
Understanding the status of your year-end forms
The status of your T4 and T4A forms package impacts the available actions:
Not started: The workflow has not yet been started.
- Click Prepare T4s or Prepare T4As to enter the year-end workflow.
Draft: Forms package has been started, but not submitted.
- Click Reset package to reset all individual forms within the package.
- Click Resume to resume the year-end form workflow
Submitted to Wagepoint: Forms package has been submitted to Wagepoint and will soon be sent to the CRA.
- Click View to view the forms in this package in a view-only state.
- Click Revert to draft to retract your submission and edit your forms.
Filing in progress: Wagepoint has begun to file with the CRA. No edits are possible at this stage.
Filed on (date): Forms package has been submitted to CRA. Any further amendments will need to be done with the CRA.
- Click View to view the forms in this package in a view-only state.
- You can also download your forms, following the steps below.
View submitted year-end forms before forms are submitted to CRA
1. Log into your Wagepoint account. In the navigation bar, go to Payroll > Year-end.
3. Review your forms in a view-only state.
Download year-end forms after forms are submitted to CRA
Note: Forms cannot be downloaded until they have been filed with the CRA. This can take between 24 and 48 hours from when they are submitted to Wagepoint.
1. In the navigation bar, go to Payroll > Year-end.
2. Locate the relevant forms package, and click View.
2. Download your forms:
- To download all employee forms, click Download all employee forms.
- To download all employer forms, click Download all employer forms.
- To download an individual employee form, locate the relevant individual in the table. Under Employee form, click Download.
- To download an individual employer form, locate the relevant individual in the table. Under Employer form, click Download.
Reset all T4s/T4As in a year-end forms package
If the form package is still in Draft, the package can be reset. Resetting the package will reset all T4s/T4As. All edits will be lost, the package will reset to "Not started", and you will need to begin the workflow again from the very beginning.
1. Navigate to Payroll > Year-end.
2. In the table, locate the relevant form package.
3. Click Reset package.
4. In the confirmation window, click Reset package to confirm your action. This will delete any change or progress made, and cannot be undone.
Revert submitted year-end forms to draft
For a limited time (up to 24-48 hours), the forms package may be in a Submitted to Wagepoint state. If the form package status is Submitted to Wagepoint, the package can be reverted to a draft state. This option is only available if Wagepoint has not yet submitted your forms to the CRA.
1. Navigate to Payroll > Year-end.
2. In the table, locate the relevant form package.
3. Click Revert to draft.
4. In the confirmation window, click Revert to draft to confirm your action.
FAQs: Create and submit year-end forms
- Once the year-end workflow has begun, you can’t directly remove or change the individuals selected within the package. However, if your forms package is still in Draft status, you can reset it. Resetting the package will allow you to reselect which employees or contractors should be included, but it will also erase all progress made so far, including any edits within individual forms.
To reset your package:
1. Navigate to Payroll > Year-end.
2. Locate the relevant forms package.
3. Click Reset package and confirm.
If your forms package is in the Submitted to Wagepoint status, you will need to Revert to draft before you can reset the package. If the forms package has been submitted to the CRA already, then no further changes can be made within Wagepoint. - There are two types of messages you may see while editing your forms:
1. Guidance notes: These highlight something you may want to double-check (for example, if a value looks unusual compared to Wagepoint’s calculations). These do not stop you from submitting your forms and if the information is correct, you can continue.
2. Required validations: These appear when information is missing or entered incorrectly. These messages must be fixed before you can move forward in the workflow. - Yes. If your T4 or T4A package is still in Draft status, you can reset the entire package. This will reset all forms in the package and delete any progress you’ve made.
To reset:
1. Go to Payroll > Year-end.
2. Find your forms package in the table.
3. Click Reset package and confirm.
This action cannot be undone. - If the package status is Submitted to Wagepoint, you may still make changes as long as Wagepoint has not yet filed your forms with the CRA.
To edit:
1. Go to Payroll > Year-end.
2. Locate the forms package.
3. Click Revert to draft.
4. Confirm the action.
This returns your forms to an editable state and reopens the workflow. If your forms have already been submitted to the CRA, it can no longer be edited within Wagepoint. - If an admin updates an employee’s address, SIN, or name while the year-end workflows are in a Draft state, then the forms will automatically update when you resume the workflow. If the package has already been submitted, then changing employee information in their profiles will not change anything on the forms.
- Once a forms package has been submitted to the CRA, it can no longer be edited in Wagepoint. Copies of your submitted forms can still be downloaded for reference from the Year-end page.
- If you choose to submit your forms manually, you are responsible for submitting your own forms to the CRA, outside of Wagepoint. We recommend that you utilize the Year-to-date report to gather the information needed to manually file your forms. That said, if you do not complete the workflow and the forms package remains in a Draft state, then we will not submit any forms to the CRA. You cannot print the forms from Wagepoint, but you can use the amounts to fill out your forms manually.
- Wagepoint support will be able to assist with amendments and cancellations in the new year.
- It can take between 24 and 48 hours after submitting to Wagepoint for the forms to be filed with the CRA. Once the files are with the CRA they will be available for download.